Loan Specialist I

Job Description

Job Description

Description:

JOB FUNCTION / SUMMARY:

The Loan Specialist I is responsible for loading and funding loans, completing various loan reports, managing both external and internal auto fund transfers, maintaining loan accounts by performing loan maintenance and loan verification, and effectively communicating with lenders through email and telephone.

PRIMARY DUTIES & RESPONSIBILITIES:

· Perform all duties regarding loading and funding of loans

· Loading internal/external auto funds transfer

· Perform loan maintenance

· Perform loan verification

· Creation/completion of various loan reports

· Communicating with Lenders via email/phone in a timely manner

· Any other duties as assigned by Management.

Requirements:

MINIMUM REQUIRED EDUCATION, EXPERIENCE & SKILLS:

· 1+ years of clerical and/or banking experience

· Exceptional computer and technology skills including Microsoft Office with a 

heavy concentration in Excel

· Exceptional written and verbal communications skills

· Strong attention to detail and accuracy 

· Strong organizational and time management skills 

· Strong mathematical aptitude, with ability to analyze and reconcile accounts

· High School Diploma or equivalent

PREFERRED EDUCATION, EXPERIENCE & SKILLS:

· Bachelor’s or Associate’s degree with a concentration in Business, Accounting, or Finance

· Prior loan operations experience

ESSENTIAL KNOWLEDGE, MENTAL & PHYSICAL REQUIREMENTS:

· Excellent communication skills.

· Ability to manage time and competing priorities in a fast-paced environment.

· Strong interpersonal skills with the ability to interact with all levels of an organization.

· Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives.

· High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term.

· Adaptability and flexibility. 

· The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to speak or hear, stand, or sit for long periods of time, open filing cabinets, walk, stoop or bend, use hands to handle or feel and reach with hands and arms. The employee must frequently lift and/or move up to ten pounds, occasionally lift and/or move up to 25 pounds and complete tasks requiring manual dexterity.